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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,550 | $217,427-20.2% | $185,837-6.6% | $167,518+3.6% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 20.05% | 148.39%-128.3pp | 122.08%-102.0pp | 478.71%-458.7pp |
| Employer contribution / active EE | $1,536 | $5,874-73.9% | $5,168-70.3% | $4,838-68.3% |
| Participant deferral / active EE | $5,141 | $6,357-19.1% | $5,568-7.7% | $6,342-18.9% |
| Admin fee / account holder | $2,670 | $19,816-86.5% | $16,241-83.6% | $12,312-78.3% |